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Welcome Guide

The Line-Up Overview

Updated this week

Welcome to Line-Up!


With our advanced ticketing system, you can get your event set up in a matter of minutes.

If you are using Line-Up for the first time, then all you need to do is follow our simple step-by-step guide below - just click on the highlighted links for help articles about each step.

GETTING STARTED WITH LINE-UP

Sign up to Line-Up and create your Organisation:

  1. Sign up to Line-Up - book a demo with us to get started

  2. Line-Up: The Basics - read up on our User Tips, Line-Up Lingo and our Ideas Portal

  3. Create Organisation - enter your Organisation details

  4. User Permissions - invite team members to your Organisation as various roles

ACCOUNT SET-UP

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Set up some of the account-wide elements that you can use across all events:

  1. Channels - control your sales through different channels, i.e. Box Office, Telephone, Website, which you can set on and off sale schedules for

  2. Payment Methods - add the different ways users can pay for your tickets, including connecting to payment platforms

  3. Create Venues:

a) Venue details - enter the name and address of your Venue

b) Venue Plans - build seats or areas with Reserved Seating or assign capacities with a General Admission plan

c) Seat Types - add categories to your seats if you have a Reserved Seating Venue Plan

4. Adjusters - set up the commissions or fees that can be set inside or outside of your prices

5. Opt Ins - create the marketing and/or terms and conditions available for your customers to agree to for your Events.

EVENT SET-UP

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Now that you've set-up your account, you are ready to create your first event. Just go to the Events page, click New Event and add the following:

  1. Create and manage Events - enter the details for your Event and make changes in bulk

  2. Performances - bulk create details for all your Performances on one page

  3. Availability Status - if you have Reserved Seating, create allocations and/or locks on seats before assigning to performances

PRICES

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Set up your pricing and control how and where you sell your tickets

  1. Price Tables - set up the pricing structure for your event, including Price Bands and Variants. We have info for both General Admission and Reserved Seating examples

  2. Price Profiles - add prices to seats if you have Reserved Seating or capacities if you have General Admission, before assigning them to your performances

  3. Discounts - create promo codes and special offers

  4. Visibility Rules - restrict how and when your prices are visible for ticket buyers

  5. Basket Validation - set rules and limitations for your tickets

EMAIL & TICKET DELIVERY

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Customise your event further by attaching the following features:

  1. Delivery Methods - choose how you would like your customers to receive their tickets

  2. Email Templates - design custom email templates to send to customers, e.g. pre/post-show emails

  3. Ticket Templates - design what your tickets look like to your customers

  4. Merge Tags - add transaction-specific data/code that you can insert into your HTML Email and Ticket Templates

  5. Barcodes - how to set up, generate and import Barcodes

ON SALE

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Now that your event is now ready, set up the following to start selling tickets:

  1. Customer-Facing Booking Flow - choose your preferences so we can set up your booking flow and then you can add it to your website

  2. Customer Forms - gather info from your Customers at check-out

  3. Purchase Flows - set up your Box Office and Online Checkout flows which you can use to sell tickets and create Payment Links

  4. Purchase Channels - create Channel-specific booking links

  5. Payment Terminals - set up Terminals for card/OTD payments

BOX OFFICE

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Sell tickets, make reservations and manage seats via the Box Office page:

  1. Sell Tickets via the Box Office - learn how to use the Box-Office page for Reserved Seating and General Admission events

  2. Reserve Tickets - learn how to use the Box Office page to reserve tickets and create Payment Links

  3. Group Bookings - use Lead Booker Name and separate Channels for bookings with large groups

  4. Find Orders - how to search and filter to find Orders

  5. Payments Info - how payments work on Line-Up

  6. Exchanges - learn how to use the Orders and Box Office pages to exchange tickets

  7. Refunds - learn how to use the Orders and Box Office pages to make refunds, including Refund to Voucher

  8. Reband Seats (Reserved Seating)- change the Band on seats per Performance

  9. Change Seat Availability (Reserved Seating) - change the Availability Status on seats per Performance

  10. Change Seat Types - change Seat Types on seats per Performance

PRODUCTS & UPSELLS

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Customise your event's booking flow with promo codes, upsells and add ons:

  1. Products - create up-sells and standalone Products for your event, e.g. Programme, Pre-show drink and add visibility rules

  2. Vouchers - set up gift vouchers to sell/upsell and learn

ORDER AND CUSTOMER MANAGEMENT

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Learn how to manage Order pages and edit Customer profiles:

  1. Search Bar - learn how to use our search function to look for events, orders, customers and channels

  2. Orders page - filter and export to find an order

  3. Resend Tickets - email order confirmations and/or tickets to the customer from the order page

  4. Manage Customers - add and edit customer details

  5. Generate Barcodes - create a new barcode for an order

  6. Download Tickets - print physical tickets

CUSTOMERS

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Learn how to swap tickets and process refunds:

  1. Manage Customers - edit Customer details and merge Customer Profiles

  2. Access Customers - create/manage Access Customers and create Access Tickets

ATTENDEE MANAGEMENT

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Manage attendance for your event with our scanning and checking-in features:

  1. Scanning Tickets - Access Control Devices - add devices that you can use to scan and redeem tickets

  2. Online Check-In - redeem barcodes for a performance, without having to use a scanner

  3. Attendee List - build a report to show list of attendees for an event/performance

  4. Transaction Item List - view all transactions/orders for a performance

REPORTING & DATA

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Use our advanced reporting function which allows a full and flexible overview of your sales:

  1. Reporting - Essential Info - see our glossary and breakdown for how reporting works on Line-Up

  2. Folders - organise and store your Reports/Dashboards

  3. Build a Report - build your own customised report, with the fields and metrics of your choice

  4. Report Schedules - send a report by email periodically according to a schedule of your choice

  5. Build a Dashboard - create a group of reports

  6. Tracking - Data Layer Event for Line-Up Purchase Flow - see the different tracking events via the Line-Up Purchase Flow

PARTNERS & AGENTS

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Get started on integration with our wider network of connected partners:

  1. Add Ons - Secure My Booking - Add Ticket Insurance to your booking flow

  2. API - Third-Party Integrations - learn how our Partners integrate with Line-Up

  3. Digital Marketing - see our tips and recommendations for external Digital marketers

Related Articles
Line-Up Lingo
Guide: Performance Descriptions
Guide: Sell Tickets via the Box Office - Reserved Seating
Guide: Reserve Tickets
Guide: Customer-Facing Booking Flow
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